Back to filter
Original filing (PDF)20250915115756NAL0000681811001
CEDAR VALLEY CORP., LLC
Form 5500
FILING_RECEIVED
CEDAR VALLEY CORP. , LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
123
Accounts w/ balance
169
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEDAR VALLEY CORP., LLC.
Plan sponsor
Name
CEDAR VALLEY CORP., LLC
EIN
42-0987141
Address
2637 WAGNER ROAD · WATERLOO, IA · 50703
Phone
(319) 235-9537
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HONKAMP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANKERS TRUST COMPANY | 42-0127385 | — | NONE | $52K | — |
Investments
1 pooled fund· $123K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS STABLE VALUE THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $136K | $123K | 1.3% |
Related plans
Other plans using BANKERS TRUST COMPANY
COWLES COMPANY
COWLES COMPANY RETIREMENT PLAN
$87.1M · 90 participants
SUKUP MANUFACTURING COMPANY
SUKUP MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN
$75.4M · 727 participants
BROWN WINICK LAW FIRM
BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN
$62.8M · 168 participants
CENTRAL BANCSHARES, INC.
CENTRAL BANCSHARES, INC. 401(K) PLAN
$45.1M · 283 participants
BODENSTEINER IMPLEMENT COMPANY
BODENSTEINER IMPLEMENT COMPANY RETIREMENT SAVINGS PLAN
$40.5M · 241 participants
CORNERSTONE ADVISORS OF ARIZONA LLC
CORNERSTONE ADVISORS OF ARIZONA, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$34.5M · 208 participants
Similar-size Construction plans
BRUMBAUGH CONSTRUCTION, INC.
BRUMBAUGH CONSTRUCTION, INC. 401(K) RETIREMENT PLAN
$9.2M · 65 participants
ASPHALT PATCH SYSTEMS, INC.
ASPHALT PATCH SYSTEMS, INC. 401 (K) PLAN
$9.2M · 64 participants
R.L. BRINK CORP.
BRINK COMPANIES RETIREMENT SAVINGS PLAN
$9.2M · 87 participants
W.M. SCHULTZ CONSTRUCTION, INC.
W. M. SCHULTZ CONSTRUCTION, INC. PROFIT SHARING 401(K) PLAN
$9.2M · 63 participants
FLIPPO CONSTRUCTION COMPANY, INC.
FLIPPO CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$9.3M · 104 participants
IOWA BRIDGE & CULVERT, LLC
IOWA BRIDGE & CULVERT, LLC PROFIT SHARING PLAN
$9.1M · 75 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B